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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,588 | $146,267+54.9% | $197,124+14.9% | $82,448+174.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 14.30% | 29.61%-15.3pp | 44.34%-30.0pp | 41.64%-27.3pp |
| Employer contribution / active EE | $8,236 | $4,723+74.4% | $6,227+32.3% | $2,551+222.9% |
| Participant deferral / active EE | $6,122 | $7,035-13.0% | $9,135-33.0% | $4,139+47.9% |
| Admin fee / account holder | $23,054 | $14,422+59.9% | $16,298+41.5% | $7,234+218.7% |